Q & A with Matt
How did you get into financial services?
Straight from A levels I worked at Aviva, and had various finance orientated roles. I started financial advice exams in 1999 and then joined an American firm called Edward Jones in December 2000 as a financial adviser. I joined Insight in August 2019.
What are your areas of expertise?
Holistic financial planning incorporating investment, retirement and tax planning strategies.
What do you love helping clients with?
Achieving their financial freedom.
What advice have you given that helped a client and made you proud?
I have helped a lot of clients over the years retire significantly earlier than they expected.
Financial advisers / planners, can help you build a plan to give you direction and answers to your financial situation and to achieving all your financial goals.
More about Matt
What’s your personal financial freedom dream?
I would like to have total financial freedom by the age of 57. However, I intend to continue working at Insight for at least another 10 years after this, as I love it so much. The financial freedom means I will be working through choice and not necessity.
Tell us about something you’ve done for charity.
In October I took part in a charitable event called Race Across Norfolk, it’s a bit like the TV programme Race Across the World but not as far!
I am treasurer for my local village hall and social club, and have been actively involved in fund raising to maintain the 1920s built building.
What’s the best thing you’ve ever spent money on?
Our wedding!
What’s the one luxury you could never give up?
Holidays.
What’s something colleagues would be surprised to learn about you?
As a child I had long fair hair!
To spend within your means and always try to save something each month, however small.